Premier Path Wealth Partners, LLC Q4 2025 Filing
Filed January 22, 2026
Portfolio Value
$774.4B
Holdings
394
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (394 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 152,318 | $41.4B | 5.35% | |
| 2 | XLKSELECT SECTOR SPDR TR | 204,653 | $29.5B | 3.80% | |
| 3 | NVDANVIDIA CORPORATION | 149,892 | $28.0B | 3.61% | |
| 4 | MSFTMICROSOFT CORP | 54,228 | $26.2B | 3.39% | |
| 5 | ACWXISHARES TR | 270,551 | $18.2B | 2.35% | |
| 6 | AMZNAMAZON COM INC | 69,660 | $16.1B | 2.08% | |
| 7 | GOOGLALPHABET INC | 47,035 | $14.7B | 1.90% | |
| 8 | XLFSELECT SECTOR SPDR TR | 239,882 | $13.1B | 1.70% | |
| 9 | AVGOAVAGO TECHNOLOGIES LTD | 33,849 | $11.7B | 1.51% | |
| 10 | DGROISHARES TR | 161,500 | $11.2B | 1.45% | |
| 11 | USIGISHARES TR | 216,333 | $11.2B | 1.45% | |
| 12 | GOOGALPHABET INC | 34,765 | $10.9B | 1.41% | |
| 13 | QUALISHARES TR | 52,856 | $10.5B | 1.36% | |
| 14 | METAMETA PLATFORMS INC | 15,490 | $10.2B | 1.32% | |
| 15 | XLYSELECT SECTOR SPDR TR | 84,897 | $10.1B | 1.31% | |
| 16 | XLCSELECT SECTOR SPDR TR | 82,177 | $9.7B | 1.25% | |
| 17 | XLVSELECT SECTOR SPDR TR | 62,268 | $9.6B | 1.24% | |
| 18 | SHYISHARES TR | 115,563 | $9.6B | 1.24% | |
| 19 | IDEVISHARES TR | 115,048 | $9.5B | 1.23% | |
| 20 | IEFISHARES TR | 94,606 | $9.1B | 1.17% | |
| 21 | IEIISHARES TR | 71,394 | $8.5B | 1.10% | |
| 22 | JPMJPMORGAN CHASE & CO | 26,353 | $8.5B | 1.10% | |
| 23 | TSLATESLA INC | 18,612 | $8.4B | 1.08% | |
| 24 | XLISELECT SECTOR SPDR TR | 53,838 | $8.4B | 1.08% | |
| 25 | IJRISHARES TR | 67,989 | $8.2B | 1.06% | |
| 26 | LLYELI LILLY & CO | 6,543 | $7.0B | 0.91% | |
| 27 | DFAIDIMENSIONAL ETF TRUST | 172,361 | $6.6B | 0.85% | |
| 28 | MUBISHARES TR | 60,880 | $6.5B | 0.84% | |
| 29 | AVLVAMERICAN CENTY ETF TR | 82,528 | $6.3B | 0.81% | |
| 30 | VMBSVANGUARD SCOTTSDALE FDS | 132,100 | $6.2B | 0.80% | |
| 31 | DBNDDOUBLELINE ETF TRUST | 133,891 | $6.2B | 0.80% | |
| 32 | IQDGWISDOMTREE TR | 148,965 | $6.2B | 0.80% | |
| 33 | TLHISHARES TR | 60,409 | $6.1B | 0.79% | |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,288 | $5.2B | 0.67% | |
| 35 | SHVISHARES TR | 45,906 | $5.1B | 0.65% | |
| 36 | XLFISELECT SECTOR SPDR TR | 61,932 | $4.8B | 0.62% | |
| 37 | VVISA INC | 13,284 | $4.7B | 0.60% | |
| 38 | XOMEXXON MOBIL CORP | 36,712 | $4.4B | 0.57% | |
| 39 | IWDISHARES TR | 20,682 | $4.3B | 0.56% | |
| 40 | JNJJOHNSON & JOHNSON | 18,649 | $3.9B | 0.50% | |
| 41 | WMTWALMART INC | 34,621 | $3.9B | 0.50% | |
| 42 | IWFISHARES TR | 7,757 | $3.7B | 0.47% | |
| 43 | OUSMALPS ETF TR | 82,095 | $3.6B | 0.46% | |
| 44 | BLKBLACKROCK INC | 3,355 | $3.6B | 0.46% | |
| 45 | AVUVAMERICAN CENTY ETF TR | 35,109 | $3.6B | 0.46% | |
| 46 | RTXRAYTHEON TECHNOLOGIES CORP | 19,224 | $3.5B | 0.46% | |
| 47 | GEGENERAL ELECTRIC CO | 11,332 | $3.5B | 0.45% | |
| 48 | NFLXNETFLIX INC | 36,975 | $3.5B | 0.45% | |
| 49 | PLTRPALANTIR TECHNOLOGIES INC | 18,890 | $3.4B | 0.43% | |
| 50 | IVVISHARES TR | 4,791 | $3.3B | 0.42% | |
| 51 | BKBANK NEW YORK MELLON CORP | 28,037 | $3.3B | 0.42% | |
| 52 | XLESELECT SECTOR SPDR TR | 72,460 | $3.2B | 0.42% | |
| 53 | XSOEWISDOMTREE TR | 82,466 | $3.2B | 0.42% | |
| 54 | MAMASTERCARD INCORPORATED | 5,602 | $3.2B | 0.41% | |
| 55 | COSTCOSTCO WHSL CORP NEW | 3,602 | $3.1B | 0.40% | |
| 56 | BACBANK AMERICA CORP | 55,954 | $3.1B | 0.40% | |
| 57 | EDIVSPDR INDEX SHS FDS | 77,857 | $3.0B | 0.39% | |
| 58 | —SPDR INDEX SHS FDS | 45,414 | $3.0B | 0.39% | |
| 59 | IJHISHARES TR | 45,181 | $3.0B | 0.38% | |
| 60 | HDHOME DEPOT INC | 8,187 | $2.8B | 0.36% | |
| 61 | SMLFISHARES TR | 37,531 | $2.8B | 0.36% | |
| 62 | ABBVABBVIE INC | 11,813 | $2.7B | 0.35% | |
| 63 | AGGISHARES TR | 26,706 | $2.7B | 0.34% | |
| 64 | REGLPROSHARES TR | 31,580 | $2.7B | 0.34% | |
| 65 | WFCWELLS FARGO CO NEW | 28,266 | $2.6B | 0.34% | |
| 66 | XSVMINVESCO EXCHANGE TRADED FD T | 45,729 | $2.6B | 0.34% | |
| 67 | AVMVAMERICAN CENTY ETF TR | 36,648 | $2.6B | 0.34% | |
| 68 | VTEBVANGUARD MUN BD FDS | 51,743 | $2.6B | 0.34% | |
| 69 | LMTLOCKHEED MARTIN CORP | 5,373 | $2.6B | 0.34% | |
| 70 | CALFPACER FDS TR | 56,507 | $2.5B | 0.32% | |
| 71 | CRMSALESFORCE INC | 9,423 | $2.5B | 0.32% | |
| 72 | TMOTHERMO FISHER SCIENTIFIC INC | 4,309 | $2.5B | 0.32% | |
| 73 | VGTVANGUARD WORLD FDS | 3,262 | $2.5B | 0.32% | |
| 74 | DISDISNEY WALT CO | 21,036 | $2.4B | 0.31% | |
| 75 | TJXTJX COS INC NEW | 15,530 | $2.4B | 0.31% | |
| 76 | USBUS BANCORP DEL | 44,333 | $2.4B | 0.31% | |
| 77 | GSGOLDMAN SACHS GROUP INC | 2,515 | $2.2B | 0.29% | |
| 78 | XLUSELECT SECTOR SPDR TR | 51,673 | $2.2B | 0.28% | |
| 79 | WBDWARNER BROS DISCOVERY INC | 75,360 | $2.2B | 0.28% | |
| 80 | ETNEATON CORP PLC | 6,759 | $2.2B | 0.28% | |
| 81 | CVXCHEVRON CORP NEW | 14,100 | $2.1B | 0.28% | |
| 82 | AXPAMERICAN EXPRESS CO | 5,653 | $2.1B | 0.27% | |
| 83 | PHPARKER-HANNIFIN CORP | 2,347 | $2.1B | 0.27% | |
| 84 | TRVCCITIGROUP INC | 17,615 | $2.1B | 0.27% | |
| 85 | CSCOCISCO SYS INC | 25,878 | $2.0B | 0.26% | |
| 86 | IBMINTERNATIONAL BUSINESS MACHS | 6,682 | $2.0B | 0.26% | |
| 87 | DWDMORGAN STANLEY | 10,861 | $1.9B | 0.25% | |
| 88 | CATCATERPILLAR INC | 3,332 | $1.9B | 0.25% | |
| 89 | CVSCVS HEALTH CORP | 23,699 | $1.9B | 0.24% | |
| 90 | XLRESELECT SECTOR SPDR TR | 46,315 | $1.9B | 0.24% | |
| 91 | BABOEING CO | 8,502 | $1.8B | 0.24% | |
| 92 | COFCAPITAL ONE FINL CORP | 7,422 | $1.8B | 0.23% | |
| 93 | NEENEXTERA ENERGY INC | 22,261 | $1.8B | 0.23% | |
| 94 | VOOVANGUARD INDEX FDS | 2,829 | $1.8B | 0.23% | |
| 95 | LOWLOWES COS INC | 7,277 | $1.8B | 0.23% | |
| 96 | PFEPFIZER INC | 68,398 | $1.7B | 0.22% | |
| 97 | BACVERIZON COMMUNICATIONS INC | 41,581 | $1.7B | 0.22% | |
| 98 | XLBSELECT SECTOR SPDR TR | 36,725 | $1.7B | 0.22% | |
| 99 | BMYBRISTOL-MYERS SQUIBB CO | 30,562 | $1.6B | 0.21% | |
| 100 | ISRGINTUITIVE SURGICAL INC | 2,894 | $1.6B | 0.21% |
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